HCIA

Hochman Cole Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 23.26%
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$434K
3
+$367K
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$287K
5
CELG
Celgene Corp
CELG
+$273K

Top Sells

1
+$553K
2
+$529K
3
+$461K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$403K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$278K

Sector Composition

1 Healthcare 3.5%
2 Financials 1.68%
3 Communication Services 1.42%
4 Technology 1.14%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 7.2%
138,371
+541
2
$11M 6.96%
172,764
-3,750
3
$9.51M 5.99%
185,330
+41
4
$7.89M 4.97%
138,712
+13
5
$7.87M 4.96%
83,342
+106
6
$6.25M 3.94%
199,557
+2,865
7
$4.67M 2.94%
167,215
+5,581
8
$4.63M 2.92%
31,330
+308
9
$4.16M 2.62%
41,135
-4,567
10
$3.89M 2.45%
194,502
+21,696
11
$3.79M 2.38%
24,305
-1,268
12
$3.75M 2.36%
25,229
-1,449
13
$3.3M 2.08%
26,901
-2,212
14
$3.27M 2.06%
12,254
-194
15
$3.11M 1.96%
71,517
+864
16
$3.04M 1.91%
22,549
-410
17
$3M 1.89%
31,006
-514
18
$2.75M 1.73%
19,545
-3,759
19
$2.67M 1.68%
50,639
-1,435
20
$2.56M 1.61%
49,050
-10,586
21
$2.47M 1.56%
80,937
+1,438
22
$2.24M 1.41%
14,683
+73
23
$2.06M 1.3%
28,498
+1,130
24
$2.04M 1.28%
19,080
-1,305
25
$2M 1.26%
12,893
+404
1
2 3 4 5